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2023-11-27 11:13:02 ET More on Intel, Nvidia and more Nvidia Q3: The Good, The Bad, The China Nvidia: Running Out Of Enthusiasm Nvidia Q3: Great Numbers But Math Is Undefeated Western Digital, Micron may benefit as memory prices rise: Morgan Stanley N...
2023-11-27 08:29:29 ET More on Micron and Western Digital Micron: Weak Competitive DRAM Metrics Illustrate Its Small HBM3 Market Share (Rating Upgrade) Micron: Results Are Terrible, And China Sales Are Dropping Like A Rock - Avoid Micron: I Was Wrong, But The Rally W...
2023-11-24 08:05:00 ET Artificial intelligence (AI) is turning out to be a catalyst for multiple companies in the semiconductor industry, from bellwether Nvidia to Advanced Micro Devices and even Intel , which explains why shares of these companies have jumped impressively so fa...
2023-11-21 21:34:50 ET Summary Micron's DRAM results in the past several quarters are weak when compared to HBM3 market leader SK Hynix. As the memory market improves from its year-long super-cyclical downturn, Micron's DRAM growth will be stymied from its late entry into the HBM ...
2023-11-21 12:11:51 ET More on Analog Devices, Broadcom, etc. Nvidia Q3 Earnings Preview: Know The Risks And The Reward Nvidia: Smooth Sailing Analog Devices Trying To Execute A Soft Landing In A Still-Evolving Chip Sector Correction Nvidia in pact with Roche...
2023-11-21 07:31:09 ET More on Taiwan Semiconductor TSMC Vs. ASML: Buy The Semiconductor Supply Chain Taiwan Semiconductor: Thriving In An Era Of High-Performance Computing And Rising Chip Demand Taiwan Semiconductor: Taking The Temperature Of AI Daniel Loeb'...
2023-11-20 10:55:21 ET Summary Micron Technology's fiscal year 2023 revenue decreased by 49% compared to the previous year, with negative gross profit and losses per share. The loss of sales revenue in China and Hong Kong due to a dispute with China has greatly impacted Micron's f...
2023-11-17 22:36:19 ET Summary Third Point's "mini-Nasdaq" like portfolio structure endures well into the third quarter of the year, with much of the major holdings leaning heavily into tech. Daniel Loeb's $6.0 billion US-based equity portfolio in increasingly top-heavy, with the ...
2023-11-16 19:46:33 ET Summary The semiconductor industry has been going through inventory correction since late 2022, but it is closer to the end now. SOXQ has rebounded strongly in 2023, recovering most of its losses from 2022. Semiconductor stocks are riding on several mega...
BOISE, Idaho, Nov. 16, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), announced today that it will hold its fiscal first quarter earnings conference call on Wednesday, Dec. 20, 2023, at 2:30 p.m. Mountain time. The call will be webcast live at http://investors.micron.com/ ...
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VANCOUVER – USA News Group – In this ongoing artificial intelligence (AI) rally, not all tech stocks are experiencing the same growth. According to Reuters , tech giants such as Microsoft are facing setbacks, while chipmakers continue to climb, marking a divide in the benefi...
2024-07-31 13:25:37 ET One of the biggest driving forces behind the market rally that kicked off early last year has been the accelerating adoption of generative artificial intelligence (AI) . However, after the big run-up, investors have taken a step back, looking for additional eviden...
2024-07-31 04:55:00 ET The artificial intelligence boom isn't just about chip stocks like Nvidia (NASDAQ: NVDA) . It's also completely changing the dynamic random access memory (DRAM) market as we know it -- and for the better. High-bandwidth memory (HBM) has been a niche techno...